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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,215 | $154,228+102.4% | $145,433+114.7% | $137,256+127.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 17.87% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,271 | $4,804-11.1% | $4,554-6.2% | $4,156+2.8% |
| Participant deferral / active EE | $12,322 | $8,216+50.0% | $7,897+56.0% | $6,407+92.3% |
| Admin fee / account holder | $5,020 | $14,344-65.0% | $13,129-61.8% | $12,270-59.1% |